Client Companies
Get Client Rule
Who counts as a client in one connected CRM
GET
Reads the rule that decides which of a connected CRM’s companies are your
clients.
rule is null when none is set, and then no companies come from that
CRM.
A company is a client when it matches a company property condition (field
and the values that mean client), when it has a won deal (wonDeal), or
both. match says whether either is enough (any) or both must hold (all).
See CRM rule for how each CRM marks a won deal.
The companies the rule marks join your client list, which
every feature reads.
Errors
Authorizations
The API key you created on the API settings page of the Clustr app.
Path Parameters
The CRM whose client rule to use. It must be connected to your workspace.
Available options:
hubspot, salesforce, attio